MIG
IJR icon

McGuire Investment Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

McGuire Investment Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15M Buy
101,136
+862
+0.9% +$118K 1.31% 23
2026
Q1 		$12.5M Buy
100,274
+32
+0% +$4.07K 1.41% 23
2025
Q4 		$12M Sell
100,242
-2,423
-2% -$290K 1.29% 28
2025
Q3 		$12.2M Sell
102,665
-4,760
-4% -$547K 1.38% 25
2025
Q2 		$11.7M Buy
107,425
+3,381
+3% +$349K 1.5% 25
2025
Q1 		$10.9M Buy
104,044
+2,353
+2% +$266K 1.62% 20
2024
Q4 		$11.7M Sell
101,691
-575
-0.6% -$68.7K 1.69% 22
2024
Q3 		$12M Sell
102,266
-388
-0.4% -$43.8K 1.68% 19
2024
Q2 		$10.9M Buy
102,654
+624
+0.6% +$66.8K 1.57% 20
2024
Q1 		$11.3M Buy
102,030
+44,398
+77% +$4.71M 1.65% 20
2023
Q4 		$6.24M Buy
57,632
+1,598
+3% +$154K 1.04% 34
2023
Q3 		$5.29M Buy
56,034
+4,331
+8% +$433K 1.02% 35
2023
Q2 		$5.15M Buy
51,703
+2,435
+5% +$232K 0.96% 34
2023
Q1 		$4.76M Buy
49,268
+12,978
+36% +$1.3M 0.95% 35
2022
Q4 		$3.43M Buy
36,290
+713
+2% +$68.4K 0.74% 41
2022
Q3 		$3.1M Buy
35,577
+699
+2% +$67.9K 0.71% 42
2022
Q2 		$3.22M Buy
34,878
+632
+2% +$62.9K 0.69% 42
2022
Q1 		$3.69M Buy
34,246
+373
+1% +$40.3K 0.68% 42
2021
Q4 		$3.88M Sell
33,873
-1,517
-4% -$173K 0.64% 45
2021
Q3 		$3.86M Buy
35,390
+487
+1% +$53.6K 0.73% 41
2021
Q2 		$3.94M Buy
34,903
+70
+0.2% +$7.81K 0.75% 41
2021
Q1 		$3.78M Buy
34,833
+393
+1% +$41.1K 0.8% 40
2020
Q4 		$3.17M Buy
34,440
+687
+2% +$56.4K 0.78% 38
2020
Q3 		$2.37M Buy
33,753
+602
+2% +$43.1K 0.71% 40
2020
Q2 		$2.26M Buy
33,151
+1
+0% +$63 0.79% 37
2020
Q1 		$1.86M Buy
33,150
+3,057
+10% +$228K 0.77% 37
2019
Q4 		$2.52M Sell
30,093
-3,528
-10% -$284K 0.75% 43
2019
Q3 		$2.62M Sell
33,621
-1,168
-3% -$90.4K 0.86% 42
2019
Q2 		$2.72M Sell
34,789
-1,784
-5% -$138K 0.86% 41
2019
Q1 		$2.82M Buy
36,573
+1,929
+6% +$148K 0.93% 39
2018
Q4 		$2.4M Sell
34,644
-61
-0.2% -$4.71K 0.91% 41
2018
Q3 		$3.03M Buy
+34,705
New +$3.04M 1% 38

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

McGuire Investment Group's IJR Position: Q2 2026 in Review

McGuire Investment Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.86% in Q2 2026, buying an estimated $118K and bringing the position to 101,136 shares worth $15M. The position accounts for 1.31% of the portfolio, ranked #23.

McGuire Investment Group first reported a position in IJR in Q3 2018 and has held it in 32 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • McGuire Investment Group held 101,136 shares of iShares Core S&P Small-Cap ETF worth $15M as of Q2 2026.
  • McGuire Investment Group bought 862 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $118K.
  • iShares Core S&P Small-Cap ETF made up 1.31% of McGuire Investment Group's portfolio in Q2 2026, its #23 holding.
  • McGuire Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.